C Works Free

User
Manual
FREE
version
Copyright 2002, CWORKS Systems Berhad. All Rights Reserved
Table of Contents
1. WHAT IS CWORKS? .........................................................................................................................................4
1.1
HOW IS IT USED? .............................................................................................................................................5
1.2
WHAT SHOULD YOU DO BEFORE STARTING?.................................................................................................5
1.3
HOW DOES CWORKS WORK? ..........................................................................................................................6
1.3.1
CWorks Main Menu...............................................................................................................................6
1.3.2
Description of CWorks Modules.......................................................................................................6
1.3.2.1 Work Orders .......................................................................................................................................6

1.3.2.2 Assets....................................................................................................................................................7
1.3.2.3 Location ................................................................................................................................................7
1.3.2.4 Preventive............................................................................................................................................7
1.3.2.5 Employee .............................................................................................................................................8
1.3.2.6 Reports .................................................................................................................................................8
1.3.2.7 Masters .................................................................................................................................................8
1.3.2.8 Exit .........................................................................................................................................................8
1.4
MOUSE & KEYBOARD FUNCTIONS ....................................................................................................................9
1.4.1
Mouse Actions ........................................................................................................................................9
1.4.2
Keyboard Functions .............................................................................................................................9
1.5
HOW TO LOG INTO CWORKS .........................................................................................................................10
2. WORK ORDERS.................................................................................................................................................12
2.1
WHAT ARE WORK ORDERS?...........................................................................................................................12
2.2
HOW TO OPEN A NEW WORK ORDER ...........................................................................................................13
2.3
HOW TO FILL IN A NEW WORK ORDER ........................................................................................................14
2.3.1
How To Enter Notes To Technicians ............................................................................................17
2.3.1.1 Notes to Technician: Asset ........................................................................................................17

2.3.1.2 Notes to Technician: Location ..................................................................................................17
2.4
WHAT IS WORK ORDER CLOSING? ...............................................................................................................18
2.5
HOW TO VIEW AND MODIFY EXISTING WORK ORDERS ..............................................................................19
2.6
HOW TO USE SEARCH .....................................................................................................................................20
2.7
HOW TO CLOSE A WORK ORDER...................................................................................................................22
2.8
HOW TO ADD LABOUR IN THE WORK ORDER ..............................................................................................24
2.9
HOW TO ADD DIRECT ISSUE IN THE WORK ORDER....................................................................................25
2.10 HOW TO VIEW TOTAL COST OF A WORK ORDER.........................................................................................26

2.11 HOW TO PRINT A WORK ORDER....................................................................................................................27
CWorks Free User Guide
2.12 HOW TO PRINT A BATCH OF WORK ORDERS ...............................................................................................30

3. ASSETS .................................................................................................................................................................32
3.1
HOW TO ADD A NEW ASSET ..........................................................................................................................32
3.2
HOW TO ADD ADDITIONAL INFORMATION FOR A PARTICULAR ASSET ......................................................35
3.3
HOW TO VIEW AND MODIFY EXISTING ASSETS ...........................................................................................36
3.4
HOW TO ADD THE RELATIONSHIPS OF A PARTICULAR ASSET TO OTHER ASSETS ..................................38
3.4.1
How To View And Modify Relationship On A Particular Asset ............................................40
3.5
HOW TO VIEW AND MODIFY ADDITIONAL INFO ON A PARTICULAR ASSET ..............................................40
3.6
HOW TO VIEW WORK ORDER HISTORY ON A PARTICULAR ASSET ............................................................40
3.7
HOW TO DO SEARCH ON ASSET INFORMATION ...........................................................................................41
4. LOCATION ...........................................................................................................................................................43
4.1
HOW TO ADD A NEW LOCATION ....................................................................................................................43
4.2
HOW TO VIEW AND MODIFY A LOCATION? ..................................................................................................44
4.3
HOW TO FILTER OUT LOCATION INFORMATION............................................................................................46
5. PREVENTIVE MAINTENANCE ...................................................................................................................48

5.1
HOW TO REGISTER A NEW PM TASK ............................................................................................................49
5.1.1
How To View And Modify An Existing PM Task ........................................................................50
5.1.2
How To Modify PM Tasks .................................................................................................................51
5.2
HOW TO FILTER A PM TASK ..........................................................................................................................52
5.3
HOW TO ADD NEW PM SCHEDULE.................................................................................................................53

5.3.1.1 Next PM Generation Types..........................................................................................................56
5.3.2
How To View PM Plan Forecast Screen.......................................................................................57
5.4
HOW TO FILTER PREVENTIVE MAINTENANCE SCHEDULES ...........................................................................58
5.5
HOW TO MODIFY AN EXISTING PM SCHEDULE ............................................................................................59
5.5.1
How To Disable An Existing PM Schedule..................................................................................60
5.5.2
Amending The PM Schedule And Task........................................................................................60
5.5.2.1 For Scheduled Completion Date Type PM Generation: ....................................................60

5.5.2.2 For Actual Completion Date Type PM Generation:.............................................................60
5.6
How To Generate PM Work Orders ..................................................................................................61
6. EMPLOYEE...........................................................................................................................................................63
6.1
HOW TO ADD A NEW EMPLOYEE/REQUESTER ..............................................................................................63
6.2
HOW TO VIEW AND MODIFY AN EMPLOYEE/REQUESTER DATA..................................................................65
6.3
HOW TO FILTER OUT EMPLOYEE INFORMATION............................................................................................66
Page 2
7. MASTERS .............................................................................................................................................................68
7.1
HOW TO CREATE MASTER DATA ......................................................................................................................68
7.1.1
Master - Department.........................................................................................................................68
7.1.2
Master Failure Code .......................................................................................................................69
7.1.3
Master Asset Category..................................................................................................................70
7.1.4
Master Suppliers/Contractors ....................................................................................................71
7.1.5
Master - Location ................................................................................................................................73
7.1.6
Master - Assets....................................................................................................................................74
7.1.7
Master Employee/Requester ......................................................................................................75
7.1.8
Master - Misc ........................................................................................................................................76
8. REPORTS..............................................................................................................................................................78
8.1
REPORTS MAIN MENU .....................................................................................................................................78
9. FREQUENTLY ASKED QUESTIONS .........................................................................................................80

9.1
HOW TO COMPACT & REPAIR CWORKS APPLICATION...............................................................................80
9.2
HOW TO CHANGE THE DATABASE SOURCE FILE ..........................................................................................81
9.3
HOW TO DELETE DATA FROM THE DATABASE ..............................................................................................82
9.4
HOW TO SETUP CWORKS IN A NETWORK ENVIRONMENT ..........................................................................84
9.5
HOW TO EXPORT DATA FROM CWORKS AND IMPORT DATA INTO CWORKS .........................................85
9.6
IMPORT DATA ................................................................................................................................................89
Page 3
1.
WHAT IS CWORKS?
CWorks is a computerized maintenance management system, which delivers various benefits

to organizations by delivering information to maintenance engineers and managers. These
benefits include:
Easy analysis of work order status.
Simplified management decisions with the availability of equipment maintenance

history.
Simplified and documented process for Supplier Management.
Readily available equipment preventive maintenance schedules.
Automatically generated preventive maintenance work orders.
An efficient and time-saving maintenance activity with CWorkss centralized database

and communication.
CWORKS
FREE
Page 4
1.1
How Is It Used?
CWorks is used to keep track of all aspects of maintenance performed on assets, equipment,
locations and other items that make up your facility. It is flexible and easily customizable to
meet your needs. You decide how you want CWorks to track your maintenance;
Use it to store information about the things you maintain (e.g., equipment or locations)
and the resources used to maintain them (e.g., labor and parts.)
Use it to assign and schedule maintenance on your facility using the stored information.
Most importantly, use it to track the history and cost of maintenance performed on your
facility.
1.2
What Should You Do Before Starting?
1. Gather information about your maintenance facility based on the Masters list required
by the system. For examples assets, locations and etc.
2. Organize your assets according to a hierarchical structure if required.
3. Enter your basic data into CWorks. You do not have to set everything up at once, but
certain information must be entered before you can issue a work order.
4. Other informations can be added on as you use CWorks.
5. Now you are ready to use CWorks to manage your maintenance.
Remember that maintenance management involves significant amounts of data. We advise

that you do not try to do everything at once.
Page 5
1.3
How Does CWorks Work?
1.3.1 CWorks Main Menu
Figure 1: Main Menu
1.3.2 Description of CWorks Modules

1.3.2.1
Work Orders
The work order module provides the ability to view and manage all maintenance
activities. It provides an accurate basis for work order costing, analysis and
management of site activities. The work order module is integrated with the
Planned Maintenance module in order to integrate scheduled preventive
maintenance work with ad-hoc breakdown work. Work orders can also be raised
for non-asset activities, such as changing a light bulb, repairing a leaking roof or
plumbing problems. The module enables the capture of all Direct issue and
labour costs and utilization.
Page 6
1.3.2.2
Assets
The Asset module provides the facility to record and manage your organizations
assets. It stores data on every asset that you want to maintain a record of
maintenance activities. The following screens are available in the Asset module;
Asset List Summary
Current Asset Register
New Asset Registration
Additional Info. Information about the registered asset can be listed in
this section.
Relationship Enables an asset tree to be built using the parent-child
relationship.
Work Order History List of all work orders opened on an asset.
1.3.2.3
Location
The Location module provides the facility to record and manage your facilitys
physical locations. It stores data on every location that you want to maintain a
record of maintenance activities. The following screens are available in the
Location Register;
1.3.2.4
Location List Summary
Current Location Register
New Location Registration
Preventive
This Preventive Maintenance module describes how to schedule and generate
preventive maintenance work orders within CWorks. A preventive maintenance
(PM) master and schedule specifies work to be performed based on an elapsed
time interval monitoring. PM schedules can be set-up for either an asset or a
physical location.
Page 7
1.3.2.5
Employee
The employee module provides the facility to record and manage your employee
data. It stores data for every personnel employed in your company and records
maintenance activities performed by employee. You can also view assets for
which an employee is authorized or trained to operate and maintain.
1.3.2.6
Reports
This module provides a range of management reports. Reports produced by

CWorks are a combination of related data contained in the system. Reports are
used for management information purposes, documentation and accounting of
the productivity and performance of the maintenance departments.
1.3.2.7
Masters
This module captures all your basic maintenance data which is required to start
your CWorks. Below are the masters:-
1.3.2.8
Department
Failure Code
Asset Category
Suppliers/Contractors
Assets
Locations
Employee / Requester
Misc
o
o
o
o
o
o
o
Work Priority List

Work Status List
Work Type List
Warranty/Contract List
Asset Status List
Work Trade List
Asset Criticality List
Exit
To close or exit from CWorks program.
Page 8
1.4
Mouse & Keyboard Functions

In CWorks user guide the following terms are used to describe mouse actions and
keyboard functions:
1.4.1 Mouse Actions

Action
Result
Click
Press and release the left mouse button.
Double-click
Click the left mouse button twice.
Right-click
Press and release the right mouse button.
Put a Check in the Box
Move the mouse pointer over a check box and click

it to activate or deactivate it. Turn on a box by
putting a check in it.
1.4.2 Keyboard Functions

Action
Result
<Tab>
Move the focus of the cursor to the next available

control.
<Enter>
Either moves the focus of the cursor to the next

available control or commits a transaction.
<Delete>
Remove
selected
data
from
fields
and
some
datasheets.
<ESC>
Stops a function.
Click on this button to save any changes
Click on this button to exit from the screen.
In a
New screen (for registering a new record), clicking

this button will close the screen without saving the
record. In a Current screen (for viewing and
modifying existing records), clicking this button will
prompt the user for confirmation to save or discard
the changes (refer Confirm Save screen below).
Click Yes to save the changes and exit the screen
or No to exit the screen without saving the changes.
Page 9
1.5
How To Log Into CWorks

Upon launching the CWorks application file, the screen below would pop-up. The system
will automatically refresh the database link. To change the database, refer to How To
Change The Database Source File.
Figure 2: Connect to Database
If the system cannot find the database file (CworksFoc_db) or (CworksFoc_Sample_db)

a message box would pop-up for user to provide a valid link.
Figure 3: Invalid Link
Page 10
WORK ORDER
MODULE
Page 11
2.
WORK ORDERS
2.1
What Are Work Orders?

Work orders are written records of maintenance activities. They are used to assign
maintenance to the areas and equipment that make up your maintenance program.
Work orders contain information about a maintenance activity, such as where and how
it is to be done, who is supposed to do it and supplies needed to complete the task.
They keep track of your maintenance activities and store valuable time and cost
information that is used in reports. All tracked maintenance histories in CWorks are
based on the information stored in your work order records.
Creating work orders for all your maintenance activities is the key to an efficient
maintenance program.
Work Orders are created for two primary reasons:

1.
Unscheduled work that is requested by tenants, customers, employees, and
supervisors.
2.
Regularly scheduled or preventive maintenance that is performed on a routine
basis.
CWorks can create both types of work orders.
Page 12
2.2
How To Open A New Work Order

A work order can be opened on an asset, a physical location or when services are
required.
Click
button on the Main Menu page (see Figure 1). The Work Order List page
(as seen below) will be displayed.
Figure 4: Work Order List
Click the New WO button. This will bring you to a blank Work Order form as shown in
Figure 5. A New Work Order screen can also be activated in the Current Work Order
screen by clicking the same button.
Page 13
2.3
How To Fill In A New Work Order

Upon activation of the New Work Order screen, the Work Order # will display
000000000. Only upon saving the work order, will the system generate a work order
number.
Figure 5: Sample Work Order
1.
Fill up all the fields in the first section. Fields are described below:
Fields
Description
Work Order #
Automatically generated by the system upon saving the record.
Received
System date and time.
Date/Time
Work Status
System defaults status to "Open". The current work order status

describes which stage the work is in.
Problem
Describe the details of the problem for this particular work order.
Description
Assign to
Assigning an employee for the work order
Required Date
Enter a required date and time if applicable.
Work Type
Select a work type for the work order. Additional work types can
be defined in the Master module (Miscellaneous Work Type.)
Page 14
Fields
Description
Work Priority
Define the level of urgency assigned to a particular job. This data is

set in the Master module. The system-default data are as follows.
They can be added but cannot be removed. Normal, Urgent,
Emergency, Routine, Safety
PM No.
Identifier of the PM Schedule master record.
PM Task No.
Identifier of the PM Task master record.
2. Fill up all the fields in the Employee/Requester Information section. Fields are
described below:
Fields
Description
Emp/Req.
Select the person who requested for the work order /service from
Name
the list. The person could be an employee of the organisation or a

customer to the organisation.
Users can also view a list of employees/requesters, obtain details,
amend current employees/requester data and add a new
employee/requester into the master database by clicking on this
right button
, which is located to the right of the field. To add
new employee, refer to How To Add A New Employee/Requester for

the field explanation.
Telephone No
Default based on data set in employee/requester master.
Fax No
Mobile No
E-mail
Page 15
3. Fill up all the fields in the Asset/Location Information section. Fields are described
below:
Fields
Description
Location No
Select the location where the problem is originating from. Work

orders can be created based just on a location.
Asset No
Choose from the list. a code assigned to an asset/ equipment

and its description. This data is set in the
asset module.
Asset Status
Default based on data set in asset master. This field describes

the status of the asset.
Warranty/Contract
Default based on data set in asset master. This field specifies

whether the asset maintenance is under warranty or contract.
Warranty End
Default based on data set in asset master. This is the warranty
Date
expiry date.
Notes to
Asset (See Figure 6)
Technician
Default based on data set in asset and line master. Field is used
to describe additional important information pertaining to the
asset.
Location (See Figure 7)
Default based on data set in asset master. Field is used to
describe additional important information pertaining to the
location.
Recieved By
Defaults to the log-in person who created the work order.
Work Order Trade
Trade or section that is primarily responsible for the work.

This data is set in the Misc.- masters.
Click on this button to close the screen without saving the record
Page 16
2.3.1 How To Enter Notes To Technicians

2.3.1.1
Notes to Technician: Asset
This field is used to describe additional important information pertaining to the asset.
This field can be updated by clicking on
button. The screen below would pop-up.
Users can change the data here and the system will automatically update the asset
master record.
Figure 6: Notes to Technician - Asset
2.3.1.2
Notes to Technician: Location
This field is used to describe additional important information pertaining to the location.
This field can be updated by clicking on
button. The screen below would pop-up.
User can change the data here and the system will automatically update the line
master record.
Figure 7: Notes to Technician - Location
Page 17
2.4
What Is Work Order Closing?

When a work order is created, its default status is Open and cannot be changed. The
work order closing tab can be used when first opening a work order. This tab allows
users to enter additional remarks or to establish the estimated start / end dates to
complete the work order. Entering estimated start dates are useful as they can assist in
monitoring and planning work orders. Work order estimated start dates can be
searched in the work order list form.
Figure 8: Work Order WO Closing Tab
Page 18
2.5
How To View And Modify Existing Work Orders

Click the work order icon in the main menu (see Figure 1), and a Work Order list form
would pop-up. The Work Order list form displays open, closed and cancelled work
orders. To view all work orders in the list form, click the View All button.
Double-clicking on any of the work order will activate the Current Work Order screen,
see . Users will be able to view and modify the detail on the particular work order in
this screen.
Note - Closed work orders cannot be modified.
Figure 9: Work Order List
The Current Work Order screen is shown below (see Figure 10). To modify the data,
just type over the current data and upon closing the form the system will prompt user
whether you wish to save the changes. Click Yes to save the changes and Exit or No
to exit the screen without saving the changes.
Page 19
Figure 10: Sample Work Order
2.6
How To Use Search

A Search option is available in the Work Order List form. Its function is to enable
filtering of work orders by a combination of parameters defined by the user. In the
screenshot example below, work orders are filtered by Work Type Breakdown and
Work Status Open.
Figure 11: Search
Page 20
Search can be done on:Work Type

Work Status
Workorder No
Prob. Desc.
Received Date
To do a search, click on the field of choice, enter the field contents and click on the
button.
User can also sort a search results, ascending or descending order, by clicking on the
button.
Page 21
2.7
How To Close A Work Order

When a job is completed, the work order in the system has to be closed. To close a
work order, click Work Order button on the Main Menu. Double-click on the work order
user wish to close from the list. Click on Work Order Closing tab and change the Work
Status to Close.
Figure 12: Work Order WO Closing Tab
Fields
Description
Work Status
Upon completion of work order, set status to Closed
Estimated:
Assessment Date/Time
Estimated date and time the work order is assessed.
Start Date/Time
Estimated date and time work start.
End Date/Time
Estimated date and time work completed.
Actual:
Assessment Date/Time
Actual date and time that work was attended to.
Start Date/Time
Actual date and time of start work order. Mandatory field.
End Date/Time
Actual date and time work order completed. Mandatory field.
PM Target Start Date
Target start date of a preventive maintenance work order.
PM Target Comp. Date
Target complete date of a preventive maintenance work

order.
Page 22
Fields
Description
Accepted By
Requester who acknowledged the closed work order.
Handover Date/Time
Specify a handover date for the work.
Estimated Duration
Estimated duration time for the work order to complete.
Failure Code
Choose from the list. A unique code can be assigned for each
breakdown work order. Failure codes are defined in the
masters.
Cause Description
Memo field to describe the cause of the problem.
Action Taken
Memo field to describe the action taken.
Prevention Taken
Memo field to describe the prevention taken.

Click on this button to close the work order. You will be
prompted whether you wish to save the changes. Click Yes to
save the changes and exit or No to exit the screen without
saving the changes. Note: Users cannot modify a closed work
order.
Page 23
2.8
How To Add Labour In The Work Order

Employee and man-hour details are entered in the Labour tab of the Work Order form.
Click on Work Order Labour tab to enter labour details.
Figure 13: Work Order Labour Tab
Fields
Description
Employee
Choose from the list. Names of employees who executed the job. Users
can also add a new employee to the master database by clicking on the
Employee button, which is located to the right of the field.
Start Date/Time
Date and time the employee started on the work order.
End Date/Time
Date and time the employee finished on the work order
Comments
Any comment written by the employee.
Hours
Normal
OT1, OT2, OT3
Normal working hours

Over time hours
Total
Total hours for each employee
Hours
Total Cost for each employee depending on the rates set in the
Cost
employee masters.
Click on save button to save the record.
Delete
To delete an erroneous entry, select the record by clicking once on it

and hit the Backspace key.
Page 24
2.9
How To Add Direct Issue In The Work Order

Parts or services without a part that are used in a work order can be defined in the
Direct Issues tab. The Direct Issue tab allows users to key in details and parts used or
services used without any pre-definitions.
Click on the Work Order Direct Issue tab.
Figure 14: Work Order Direct Issue Tab
Fields
Description
Date
Date when the transaction took place.
Service/Part Desc.
Part used on the work order not from the Material module
PO No
Purchase order number.
Quantity
Quantity part used
Unit Price
Price for the part
Total Parts
Automatically calculated by the system.

Formula = Qty * Unit price
Click on the save button to save the record.
Delete
To delete an erroneous entry, select the record by clicking

once on it and hit the Backspace key.
Page 25
2.10 How to View Total Cost Of A Work Order

This section displays the total cost of a work order in local currency. This includes
labour cost, direct issue cost and parts cost. Click on Work Order Work Order Cost
tab.
Figure 15: Work Order Work Order Cost Tab
Fields
Description
Total Labour Cost
The system will automatically display the total. The data is

from Labour tab.
Total Direct Issues
The system will automatically display the total. The data is
Cost
from direct issue tab.
Total Overall Cost
Total cost for the particular work order. The system will
automatically display this figure.
Labour Cost + Direct Issues Cost + Part Cost = Overall cost
Page 26
2.11 How To Print A Work Order

A work order form can be printed out from the system for reporting and operational
purposes. Select by double-clicking on work order which the user wish to print.
Figure 16: Selecting Work Order for printing
Page 27
The current work order form would pop-up. Refer to screenshot below.
Figure 17: Printing a Work Order
Click the Print WO button to print preview the work order form without Labour and
Direct Issue Details. A print form in this format is typically used when distributing new
work orders to employees.
In the print preview screen, the paper margins can be adjusted by clicking the Page
Setup button in the print toolbar.
Page 28
To print the work order, click the printer button on the toolbar.
Page Setup
Send to
Closes the
printer
window
Figure 18: Toolbar - Printing
Page 29
2.12 How To Print A Batch Of Work Orders
Click to print by batch
Figure 19: Printing Work Order By Batch
The screen below would pop-up and users can specify the range of work order number
to print.
Figure 20: Batch Printing
Click on
to view the work order forms.
Page 30
ASSET
MODULE
Page 31
3.
3.1
ASSETS
How To Add A New Asset
Click on
button on the Main Menu, see Figure 1. A listing would pop-up.
Figure 21: Asset List
To add new assets, click
button. A New Asset screen would pop-up.
Figure 22: New Asset
Page 32
Fields
Description
Asset No
A unique number assigned to an asset.
Asset Description
Enter a description for the asset
Location
Choose from the list. Code assigned to a location and its

description. This data is set in the masters.
Department
Choose from the list. Code assigned to a department and its description.
This data is set in the masters.
Asset Category
Choose from the list. Different types of assets are grouped together under
an asset category. This enables easy management of asset data and
retrieval. This data is set in the masters.
Asset Status
Choose from the list. The current asset status describes which operational
state the asset is in. A code assigned to an asset status and its description.
This data is set in the masters.
Options are:
Active = an asset which is currently in service and on site
In-active = an asset which is not in service
Disposed = an asset which has been taken out of service permanently.
Lost = an asset which cannot be accounted for in an audit, therefore no
disposable details.
In-storage = an asset which is currently in service but not kept on site.
Note : If there is any OPENED PM work order, system will prompt a
message when user wants to change the status.
Criticality
Choose from the list. Defines the criticality depending on the usage of the
equipment. A code assigned to a criticality and its description. This data is
set in the masters.
Auth. Employee
Choose from the list. Authorised Employee is an employee which has been
given the rights and accountabilities for that particular asset. A code
assigned to an employee with its description. This data is set in the
masters. User can also add a new employee to the master database by
clicking on the button, which is located to the right of the field.
Notes to Technician
This field is used to describe additional important information pertaining to

the asset. User is allowed to update this field from the work order.
Page 33
Fields
Description
Model Number
Enter the model number of the asset which can be obtained from the
warranty card or on the asset nameplate.
Serial Number
Enter the serial number of the asset which can be obtained from the
warranty card or on the asset nameplate.
Manufacturer
Enter the manufacturer of the asset in this field.

Choose from the list. A contractor is an external company which is
Contractor
authorized to service and maintain an equipment. A unique code assigned

to a contractor and its description. This data is set in the masters.
Choose from the list. A unique code assigned to a warranty/contract and its
description. This data is set in the masters.
Warranty/Contract
Options are:
Warranty = assets which are within the manufacturer warranty period.
Contract = assets which are under service contracts
Warranty Expiry
Date
Warranty/Contract
Notes
Asset Notes
Enter the date of the warranty expiry.
Enter additional notes on the warranty or contract, if applicable.

Enter additional notes on the warranty or contract, if applicable .
Choose from the list. A supplier is a company which supplies the assets.
A unique code assigned to a supplier and its description. This data is set in
Supplier
the masters. User can also add a new supplier to the master database by
clicking on the
button, which is located to the right of the field.
Purchase Price
Enter the purchase price of the asset.
Date Acquired
Enter the date the asset was acquired.

Calculated field based on a linear depreciation rate.
Current Value
Current Value = Purchase Price [{(Todays Date) (Date Acquired)}

/ Estimated Life]
Date Disposed
Enter the date when the asset was disposed (if applicable)
Click on this button to close the screen without saving the record
Note: Once an asset has been registered, the system would not allow removal of the asset
number. However, details on the asset can be modified.
Page 34
3.2
How To Add Additional Information For A Particular Asset
Figure 23: Assets Additional Info Tab
Click on "Assets Additional Info tab. Using the fields Additional Info 1 through 20,
enter any additional information regarding the particular asset which the customer may
require. These fields can be used for customizing the information to be stored for your
assets.
Page 35
3.3
How To View and Modify Existing Assets

CWorks allows the user to view existing assets in the system. If the user finds any
incorrect data or wishes to change any of the fields, they could modify the data as
required.
Click
button on the main menu (see Figure 1). Asset listings would pop-up. It will
show the user a list of all the assets in the database.
Figure 24: Asset List
Double-click on any of the assets to view and modify details on the particular asset.
The screen below will appear, see Figure 25.
Page 36
Figure 25: Sample of Current Asset
To modify the fields in any tabs, simply put in the changes and click
. A message
box would pop-up requesting confirmation. Click Yes to save the changes or No to
undo all changes.
Page 37
3.4
How To Add The Relationships Of A Particular Asset To Other
Assets
Some assets may be part of a hierarchy, in that it is the child of one asset and a sibling
of another. This information is particularly important when an equipment breaks down,
it can be replaced by a similar asset in the hierarchy. It can also be used to describe a
system (refer to example below).
Following is an example of a Relationship tree and how it is handled in CWorks.
EXAMPLE:
Fire Engine
001
Parent Asset
Rescue
Prime
Water
Ladder
Mover
Pump
System
003
004
Siblings Asset
002
Figure 26: Example of Asset Relationships
Page 38
CWorks Screen Representation: Assets 002, 003 & 004 are saved as Siblings to the
Parent (001)
Figure 27: Current Asset - Relationship
Asset No 001 - Fire Engine, will appear automatically as the Parent asset when in any
of the sibling Asset Forms. This avoids erroneous assigning of Relationships.
Note: To delete an entry, highlight the
unique no and hit the Delete key.
Figure 28: Deleting Relationship
Fields
Description
Parent
Automatically.
Sibling
Choose from the list. A code assigned to an asset and its description.
This data is set in the masters. This asset is of parallel relation to the
asset picked.
Status
Displays the status of the asset
Page 39
3.4.1 How To View And Modify Relationship On A Particular Asset

Refer to How To Add The Relationships Of A Particular Asset To Other Assets
3.5
How To View And Modify Additional Info On A Particular Asset

From the Current Asset page (see Figure 25), select the Additional Info tab. To modify
any field in the page above, simply put in the changes and click Close. A message box
would pop-up requesting for confirmation. Click Yes to save the changes or No to
undo all changes.
3.6
How To View Work Order History On A Particular Asset

When a work order is raised on a specific asset, the system will automatically display all
work orders related to the asset. This is very useful when trying to generate a history of
all work done on an asset. Click on any registered assets and select the Work Order
History tab (see Figure 29)
A list of all work orders raised on the asset will be displayed. Among other information
displayed is work order status, received date, start date, end date.
Figure 29: Work Order History
Page 40
3.7
How To Do Search On Asset Information

A Search option is available in the Asset List form. Its function is to enable filtering of
assets by a combination of parameters defined by the user.
Figure 30: Advance Search
Search can be done on:Asset No.

Asset Desc.
Location No.
Location Desc.
Asset Status
button.
button.
Page 41
LOCATION
MODULE
Page 42
4.
LOCATION
4.1
How To Add A New Location

Locations can be organised by assigning codes. This would help users locate buildings,
floors and rooms easily. Users can also use location codes to raise service work order.
Click on
in the Main Menu, see Figure 1. Location listing would pop-up.
Figure 31: Location List
To add a new location, click
button. A New Location screen would pop-
up.
Figure 32: New Location
Page 43
Fields
Description
Location No
Assign a unique number to the new location you wish to

register.
Description
Enter a description of the location.
Department
Choose from the list. User could be assigned a department

to a location. This data is set in the department - masters.
Notes To Technician
This
field
is
used
to
describe
additional
important
information pertaining to the location.

Click on this button to save any changes.
Click on this button to close the screen without saving the
record.
4.2
How To View And Modify A Location?

Click
button on the main menu, a Location List will pop-up. It will show you a list
of all the locations in your database. Once a location has been registered, the system
would not allow removal of the location number. However, details on the location can
be modified.
Figure 33: Location List
Page 44
Double-click on any of the locations and you are able to view and modify details on the
particular location. The Current Location screen, see Figure 34, would pop-up. Modify
the fields in the form and click Close. You will be prompted whether you wish to save
the changes. Click Yes to save the changes and exit or No to exit the screen without
saving the changes.
Figure 34: Current Location
Page 45
4.3
How To Filter Out Location Information
Figure 35: Search Options
The above options will allow you to filter or narrow down your search result. The
options are :
Location No
Location Description
Department
button. User can also sort a search results, ascending or descending order,
by clicking on the
button.
Page 46
PREVENTIVE
MAINTENANCE
MODULE
Page 47
5.
PREVENTIVE MAINTENANCE
Preventive Maintenance activities in CWorks can be scheduled either by fixed time
intervals or by meters / condition monitoring. The following components are available
in the Preventive Maintenance Screen.
PM Task List Displays the PM Task List master. New PM Tasks can be added and
existing PM Tasks can be viewed or modified in this section.
PM Schedule - Displays the master list of PM Schedules. New PM schedules can be
added or existing PM schedules can be viewed or modified in this section.
PM Generation - Automatic generation of fixed time based PM Work Orders is
accomplished via this screen.
Close Exits the menu.
Figure 36: PM Main Menu
Page 48
5.1
How To Register a New PM Task

Click on the Preventive icon in the main menu, see Figure 1. Click on
in the PM
main-menu, see Figure 37. The PM Task screen (as seen below) would pop-up.
Figure 38: PM Task List
Click on
in the PM Task List screen to activate the New PM Task screen.
Figure 39: New PM Task
Page 49
Field
Description
PM Task No
Identifier of the PM Task master record.
PM Task Name
Description of the PM Task master.
Estimated Labour Hours
The estimated labour hours to complete the PM Task.
PM Checklist
The list of tasks to be carried out for this PM
5.1.1 How To View And Modify An Existing PM Task

Click on PREVENTIVE button on the main menu, a PM submenu would pop-up.
Click on
. The PM Task screen (below) would pop-up. It will show you a list of all the PM
Tasks in your database.
Double click on the required

record to view and modify
details of the PM Task
Figure 40: PM Task List
Page 50
5.1.2 How To Modify PM Tasks

To modify an existing PM Task, double click on the required record in the PM Task List screen.
To modify the task descriptions, double click on the record to be amended, see Figure 39.
Note: Once a PM Task has been registered, the system would not allow removal of the PM Task
number. However, details on the PM Task can be modified. The Current PM Task screen will
appear, see Figure 41. Modify the fields in the form and click Close.
The contents of the task will

be displayed here. Make the
necessary amendments and
click Save
Figure 41: Current PM Task
Page 51
5.2
How To Filter A PM Task
Below the PM Task listing screen, there is a bar which will allow users to filter or narrow
down the search result. The options are:
PM Task No
PM Task Name
Estimated Labour Hours
button. User can also sort a search results, ascending or descending order, by clicking
on the
button.
Page 52
5.3
How to Add New PM Schedule

Click on
in the main PM menu, see Figure 36, the screen (below) see Figure 42
would pop-up. It will show you a list of the entire PM schedule in your database.
Figure 43: Selecting PM Type
This will activate new PM Schedule screen as below.
Figure 44: New PM Schedule
Page 53
Fixed time interval based PM Schedules for assets or physical locations are created in
the New PM Schedule screen. Upon completing all fields in the screen, click on Save to
save the record or Close to exit without saving the record.
Field
Description
PM No
Identifier of the PM Schedule master record.
PM Task Name
Description of the PM Schedule master record.
Work Type
Classification of type of work order. Defaults to Preventive. Read

only field.
Work Trade
The trade or section that is primarily responsible for the work

(obtained from the Work Trade Master)
PM by Asset or
Selection option of whether the PM Schedule is to be scheduled by
Location
Assets or Physical Locations.
Asset Asset No &
Defines the asset on which the preventive maintenance is to be
Description, Location No
done. The Location No identifies the location of the asset as defined
& Description
in the Asset Master. The asset must be registered in the Asset

Master for preventive maintenance scheduling. The Asset & Location
Descriptions are displayed from the Asset & Location masters
respectively. Select the asset no from the drop down list.
Location No &
Defines the physical location on which the preventive maintenance
Description
is to be done. The physical location must be registered in the

Location master for preventive maintenance scheduling. Select the
location no from the drop down list.
Next Generation Type
Defines whether the next generation of the preventive maintenance
(tick boxes)
work order shall be by the scheduled date or by actual work order

completion date.
Multiple PM (tick box)
A tick box to indicate whether the PM consists of multiple tasks.

Selecting this will activate the Multiple PM feature.
Task No
Defines the first preventive maintenance task to be assigned for the

schedule. The tasks are selected from the drop down list which
displays all registered tasks in the PM Task master.
Frequency Unit
Defines the frequency unit of the PM. Available units are Day (1
day), Week (7 days) and Month (28 days).
Frequency
Defines the factor for which the Frequency Unit is multiplied to
Page 54
Field
Description
provide the number of days that should elapse between generation
of PM work orders.
Days
The number of days that should elapse between generation of PM

work orders. This is a read only field and is automatically calculated.
Formula:
Days = Frequency Unit (in Days) x Frequency
Work Period Days
Defines the number of days, which shall be taken to complete the

PM Task. Defaults to 1 day.
Initiate Date
Defines the system initiate date for the PM work order.
Target Start Date
Defines the first Target Start Date of the PM record. The date
defined by the user must be greater than the last PM Generation
date.
Target Complete Date
This is a read only field, which is automatically calculated. It

displays the target completion date of the PM work order.
Target Complete Date = Target Start Date + (Work Period Days 1
day)
Next Start Date
This is a read only field, which is automatically calculated. It

displays the next target start date for the PM schedule.
For first generation
Next Start Date = Target Start Date + Days
For subsequent generation (in the Current PM Schedule Form)
for Next PM Generation by Scheduled Date;
Next Start Date = Target Start Date + Days
for Next PM Generation by Actual Date;
Next Start Date = Last PM WO Complete Date + Days
(Note: No Next Start Date will be displayed until the concerned PM
work order is closed)
Page 55
5.3.1.1
Next PM Generation Types
Figure 45: Next PM Generation Type
The Next PM Generation Type option allows users to specify the criteria for the Next PM
Start Date. Two options are available;
1.
Schedule the Next Start date will be based on the last PM work order Target
Start Date, irrespective of the work order status (Target Start Date + Frequency in
Days).
2.
Actual the Next Start date will be based on the last PM work order Actual End
Date. No PM work orders can be generated until the last PM work order is closed. The
Next Start Date = Last PM WO Complete Date + Frequency in Days.
The default Next PM Generation Type is Schedule. To select Actual type, just click on
the Actual tick box in the New PM Schedule form. Once Actual type PM is selected,
users will note that no other Next Start Date will be given in the form. The Next Start
Date will be calculated and displayed only after the last PM work order for the schedule
is closed.
Note that the Next PM Generation Type cannot be amended once a PM schedule has
been saved. It can only be defined when a new PM schedule is created.
Page 56
5.3.2 How To View PM Plan Forecast Screen
Click on PM Schedule click on
button.
Figure 46: Accessing PM Plan Forecast
The PM plan forecast would pop-up as below.
Figure 47: PM Plan Forecast
Page 57
The PM Plan Forecast screen displays the forecast PM work order Target Start Dates for
the PM plan for all tasks (for a period of 1 year).
Note: If the complete 1 year schedule does not display in the form, click on the
button.
5.4
How To Filter Preventive Maintenance Schedules
Below the PM Schedule listing screen, there is a bar which will allow users to filter or
narrow down the search result. The options are:
PM No
PM Name
Asset No
PM Task No
button.
button.
Page 58
5.5
How To Modify An Existing PM Schedule
Figure 49: PM Schedule List
In the PM Schedule List screen as above, double click on the PM record to be amended.
The Current PM Schedule screen, see Error! Reference source not found.49 will be
activated.
Figure 50: Current PM Schedule
Page 59
5.5.1
How To Disable An Existing PM Schedule
To disable an existing PM schedule, click the PM Status tick box
to
remove the tick. This will disable the PM schedule from further work order generation.
5.5.2
Amending The PM Schedule And Task
Make the necessary amendments to the Asset/Location No, Task No, Frequency fields
and the work period. To amend or shift the next PM work order generation date, the
following fields need to be edited;
5.5.2.1
For Scheduled Completion Date Type PM Generation:
Change the Target Start Date. The next PM work order will be generated according to
the edited Target Start Date.
5.5.2.2
For Actual Completion Date Type PM Generation:
Change the Next Start Date. The next PM work order will be generated according to
the edited Next Start Date. The last PM work order for the particular PM Schedule must
first be closed before amendments to the Next Start Date can be made.
Notes:
1. The amended dates must be larger than the last PM Generation To date.
2. An existing PM Schedule next PM generation type (scheduled or actual
completion dates) cannot be amended in the Current PM Screen. To change the
generation type, the existing PM schedule shall have to be disabled and a new
PM schedule created.
Click Close to exit the form. You will be prompted whether you wish to save the
changes. Click Yes to save the changes and exit or No to exit the screen without
saving the changes.
Page 60
5.6
How To Generate PM Work Orders

To generate PM work orders, click on
button in the PM Main Menu. The PM
Generation screen will be activated.
Figure 51: PM Generation
Field
Description
Last PM Generation
Displays the last PM work order generation date (read only
Date
field).
Last Date Range of PM
Displays the Target Start Date range of the last PM work
WO Generation (From
order generation (read only field)
To)
Date Range for PM to be
Fields to input the next range of Target Start Dates. Any PM
generated (From To)
record which next PM Target Start Date falls within this

range will be identified for generation
Enter a date range and click on
to view the PMs which next Target Start
Dates fall within the defined range. Click on
to generate the work orders.
The PM list will be updated with the work order number displayed for reference. To print
hardcopies of the generated PM work orders, click the
button. Click Close to
exit from the screen.
Page 61
EMPLOYEE
MODULE
Page 62
6.
EMPLOYEE
6.1
How To Add A New Employee/Requester

Click on Employee button
on the Main Menu, see Figure 1. An employee listing
would pop-up.
Figure 52: Employee/Requester List
To add a new employee / requester,
button. A New
Employee/Requester screen will be displayed.
Figure 53: New Employee/Requester
Page 63
Fields
Description
Employee No
Assign a unique number to the new employee or requester

you wish to register.
Name
Enter the name of the employee or requester
Address
Enter the address of the employee or requester
Designation
Enter the job or work designation of the employee or

requester
Telephone Ext No
Enter the office phone number and phone extension where

employee or requester can be contacted
Fax No
Enter the facsimile number of the employee or requester
Mobile No.
Enter the mobile phone number of the employee or

requester
House Phone
Enter the home phone number of the employee or

requester
Department
Choose from the list. A unique code assigned to a

department and its description. This data is set in the
masters.
Office Location
Enter the office location of the employee or requester
Email
Enter the email address of the employee or requester
Hourly Salary
Enter the wage rates per hour for the employee or

requester
Over Time 1-3
Enter the overtime rates for the employee or requester
Category
When user ticks on Employee means that he/she is part

of the maintenance organisation / department.
When user ticks on Customer means that he/she is not
part of the maintenance organisation / department and
functions as a customer to the maintenance organisation.
The person could also be an employee of the organisation
or a customer to the organisation.
Click on this button to close the screen without saving the
record
Note: Once an employee has been registered, the system would not allow removal of
the employee number.
Page 64
6.2
How To View And Modify An Employee/Requester Data

Click the Employee button on the main menu, an Employee / Requester List would popup, see Figure 54. It will show you a list of all the employees or requesters in your
database.
Double-click
on
any
of
the
employees/
requesters
and
the
Current
Employee/Requester screen would pop-up. The user will be able to view and modify the
Employee/Requester details in this screen.
Figure 54: Employee/Requester List
Apart from the employee data, you are able to view the assets assigned to the employee,
see Figure 55, as defined in the Asset Register. Modify the fields in the form and click
Close. You will be prompted whether you wish to save the changes. Click Yes to save
the changes and exit or No to exit the screen without saving the changes.
Figure 55: Current Employee/Requester Records
Page 65
6.3
How To Filter Out Employee Information
The above options will allow you to filter or narrow down your search result. The
options are:
Employee No
Employee Name
Designation
Department
button.
Users can also sort a search results, ascending or descending order, by clicking on the
button.
Page 66
MASTER
MODULE
Page 67
7.
MASTERS
Frequently used codes and descriptions are recorded here for quick lookup by users.
Masters are updated during first-time usage and later, on an as and when basis. This
module captures all your basic maintenance data, which is required to start your
CWorks. CWorks require some basic data before it could fully function.
7.1 How to create master data

Click on this
7.1.1
and the screen below would pop-up.
Master - Department
Click on Master Department tab. This is the masters for Department.
Figure 57: Department Master List
Fields
Description
Department No.
A unique number assigned to a department
Department Desc.
A name assigned to a department.

Click on Save button to save the record.
Page 68
7.1.2
Master Failure Code
Click on Master Failure Code tab. This is the masters for Failure Code.
Figure 58: Failure Code Master List
Fields
Description
Failure Code
A unique number assigned to a failure
Failure Desc.
A description of the failure.

Page 69
7.1.3
Master Asset Category
Click on Master Asset Category tab. This is the masters for Assets Category.
Figure 59: Asset Category Master List
Fields
Description
Assets Category Code
A unique number assigned to a category code
Asset Category Desc.
A name assigned to a category.
Asset Category List
All the category code in your database

Page 70
7.1.4
Master Suppliers/Contractors
Click on Master Suppliers/Contractors tab. This is the masters for Contractor
All the suppliers in

the database.
Figure 60: Suppliers/Contractors Master List
Double-click on any of the record in the list and user can view and modify details on the
particular record. To add new Suppliers/Contractors, click the New Supplier Button
and screen below will pop up.
Page 71
Figure 61: New Supplier/Contractor
Fields
Description
Supplier No.
A unique number assigned to a supplier
Supplier Name
The Suppliers name
Contact Person
Name of a person
Designation
Designation of the above persons
Address
Contractors postal or company office address
City
City name
State/Province
State name
Post/Zip code
Postcode
Country
Country name
Telephone No.
Contractors telephone number
Fax No.
Contractors fax number
Email
Contractors e-mail address
Services
Type of services given by this contractor

Page 72
7.1.5
Master - Location
Click on Master Location tab. This is the masters for Location
All the location in

the database.
Figure 62: Location Master List
Click on New Location to add new records. Double click on the location on the right
and you will be able to modify the data. For field explanation please refer to How To
Add A New Location.
Page 73
7.1.6
Master - Assets
Click on Master Assets tab this is the masters for Assets
All the asset in

the database.
Figure 63:
Assets Master List
Click on New Assets to add new records. Double click on the assets on the right and
you will be able to modify the data. For field explanation please refer to How To Add A
New Asset.
Page 74
7.1.7
Master Employee/Requester
Click on Master Employee/Requester tab This is the masters for Employee/

Requester
All the employee /

requester in the
database.
Figure 64: Employee Master List
Click on New employee to add new records. Double click on the employee on the right
and you will be able to modify the data. For field explanation please refer to How To
Add A New Employee/Requester.
Page 75
7.1.8
Master - Misc
Click on Master Misc tab This is the masters for Work Status, Work Priority, Part
Location, Work Type, Work Trade, Part Location, Payment Location, warranty/Contract,
Asset Criticality and Asset Status.
Figure 65: Miscellaneous Master List
This master contains default data for CWorks to function. User cannot delete the
existing data but you could add more to it. Data entered into this master will be saved
upon exiting.
IMPORTANT NOTE: Changing the Misc-Masters directly from the database

table may have an impact on the smooth operation of CWorks CMMS. Please
contact us at info@cworks.com.my for further details or clarification.
Page 76
REPORT
MODULE
Page 77
8.
REPORTS
8.1 Reports Main Menu

Data entered into the system are retrievable in report format, depending on the type of
reports the user needs. Click on the Reports button in the CWorks Main Menu. The
screen below would pop-up and consists of all CWorks reports. Some reports will ask
user to key-in parameters. Click on Preview to view and print the report.
Figure 66: Reports Main Menu
Page 78
OTHERS
Page 79
9.
Frequently Asked Questions
9.1 How To Compact & Repair CWORKS application.

1. Depress the Shift key and launch CWorksFoc. Do not release the Shift key until
CWorks is launched. This will allow you to access the source codes.
2. At the menu bar click, Tools Database Utilities Compact and Repair
database.
Figure 67: Compact and Repair
Page 80
9.2 How To Change The Database Source File

A default Access 2000 database file is installed in the CWorks directory with each
installation of CWorks CMMS. CWorks CMMS can also be configured to a different
CWorks data source file in another directory.
Upon login into CWorks, the system will automatically connect to the database in the
same folder. If the system cannot find the database a message would pop-up
requesting for user to connect to the correct database.
Empty database filename is CworksFoc_db.mdb or sample database filename is
CworksFoc_Sample_db.mdb.
User can also change the data link manually from the main program by, selecting File in
the program menu bar and click on DataLink.
Figure 68: Connect To Data Source
The Connect To Data Source utility screen would pop-up. The current database source
is displayed at the top of the screen. To connect to a database stored in a different
directory or different computer within a network, define the location of the file in Data
Source Location: field. You can browse for the file by clicking
the database file path and click on
. Select or specify
. A message will appear to confirm that the
connection is successful. To view a sample database, connect to CWorks Sample

Database c:\CWFree\CworksFoc_Sample_db.mdb
Page 81
9.3 How To Delete Data From The Database

WARNNING: The system would not be able to retrieve back deleted information
therefore we would advice user to backup the database before deleting any information.
Also, do not delete any standard default data as it is connected to the standard reports
in CWORKS.
Figure 69: Opening The Database
1. Go to Windows Explore
2. Click on CWFree directory
3. Click once on CworksFoc_db
4. Press on SHIFT + ENTER on your keyboard together.
5. The below screen would pop-up.
Page 82
1. Click on
tables
2. Double click on
asset table
Figure 70: Opening Assets Table
Figure 71: Deleting Data
Page 83
9.4 How To Setup CWorks In A Network Environment
Data Switch
Server / Main PC
Computer 1
Computer 2
Computer 3
Figure 72: Network Environment
Step 1
Install *.exe (installer file) into computer 1, 2 & 3 .
Step 2
Install *.exe (installer file) into the server / main PC and share the
directory.
Step 3
Delete CworksFoc_db.mdb in computer 1, 2 & 3 but DO NOT delete in the

server / main PC.
Step 4
Click on CWorks icon on desktop for computer 1. Before key-in the user
name & password click on FILE > Data Link at the menu bar. In data
source location, find for cworkFoc_db.mdb file in the server /main PC and
click connect. Repeat this for computer 2 & 3. With this setup, the system
will save all the data into a central database.
Page 84
9.5 How To Export Data From CWorks And Import Data Into CWORKS
1) Go to Windows Explorer
2) Find for CWORKS directory called

CWFREE = For CWorks FREE version
Figure 73: Searching For File
3) Find for a file called

CworksFoc_db = For CWorks FREE version
4) Click once on the above file
5) SHIFT + ENTER on the file(Depress and Hold the shift key)
6) The screen (refer below) would pop-up.
Page 85
Figure 74: Opening Database
Page 86
7) For example you want to Export Asset data. Click on assets

8) Click on File-> Export
Figure 75: Export Function
Page 87
Figure 76: Saving File
10)
Save in: Where you want the file to be saved in

File name: File name
Save as type: Microsoft Excel Click on SAVE
Page 88
9.6
IMPORT Data
1) For example you want to Import asset data. (Note : Before importing any data into
CWORKS, ensure that the excel format fields are the same as the CWORKS table fields)
2) Right click on the WHITE space and choose IMPORT
Figure 77: Import Link
Page 89
3) Choose
Look in: Where is the Excel format SAVED
File name: File name
Files of type: Microsoft Excel
Figure 78: Saving File
4) Click on IMPORT then follow the systems instruction until the end.
Page 90

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HOW IS IT USED? .............................................................................................................................................5

WHAT SHOULD YOU DO BEFORE STARTING?.................................................................................................5

HOW DOES CWORKS WORK? ..........................................................................................................................6

CWorks Main Menu...............................................................................................................................6

Description of CWorks Modules.......................................................................................................6

1.3.2.1 Work Orders .......................................................................................................................................6

MOUSE & KEYBOARD FUNCTIONS ....................................................................................................................9

Mouse Actions ........................................................................................................................................9

Keyboard Functions .............................................................................................................................9

HOW TO LOG INTO CWORKS .........................................................................................................................10

WHAT ARE WORK ORDERS?...........................................................................................................................12

HOW TO OPEN A NEW WORK ORDER ...........................................................................................................13

HOW TO FILL IN A NEW WORK ORDER ........................................................................................................14

How To Enter Notes To Technicians ............................................................................................17

2.3.1.1 Notes to Technician: Asset ........................................................................................................17

WHAT IS WORK ORDER CLOSING? ...............................................................................................................18

HOW TO VIEW AND MODIFY EXISTING WORK ORDERS ..............................................................................19

HOW TO USE SEARCH .....................................................................................................................................20

HOW TO CLOSE A WORK ORDER...................................................................................................................22

HOW TO ADD LABOUR IN THE WORK ORDER ..............................................................................................24

HOW TO ADD DIRECT ISSUE IN THE WORK ORDER....................................................................................25

2.10 HOW TO VIEW TOTAL COST OF A WORK ORDER.........................................................................................26

CWorks Free User Guide

2.12 HOW TO PRINT A BATCH OF WORK ORDERS ...............................................................................................30

HOW TO ADD A NEW ASSET ..........................................................................................................................32

HOW TO ADD ADDITIONAL INFORMATION FOR A PARTICULAR ASSET ......................................................35

HOW TO VIEW AND MODIFY EXISTING ASSETS ...........................................................................................36

HOW TO ADD THE RELATIONSHIPS OF A PARTICULAR ASSET TO OTHER ASSETS ..................................38

How To View And Modify Relationship On A Particular Asset ............................................40

HOW TO VIEW AND MODIFY ADDITIONAL INFO ON A PARTICULAR ASSET ..............................................40

HOW TO VIEW WORK ORDER HISTORY ON A PARTICULAR ASSET ............................................................40

HOW TO DO SEARCH ON ASSET INFORMATION ...........................................................................................41

HOW TO ADD A NEW LOCATION ....................................................................................................................43

HOW TO VIEW AND MODIFY A LOCATION? ..................................................................................................44

HOW TO FILTER OUT LOCATION INFORMATION............................................................................................46

5. PREVENTIVE MAINTENANCE ...................................................................................................................48

HOW TO REGISTER A NEW PM TASK ............................................................................................................49

How To View And Modify An Existing PM Task ........................................................................50

How To Modify PM Tasks .................................................................................................................51

HOW TO FILTER A PM TASK ..........................................................................................................................52

HOW TO ADD NEW PM SCHEDULE.................................................................................................................53

How To View PM Plan Forecast Screen.......................................................................................57

HOW TO FILTER PREVENTIVE MAINTENANCE SCHEDULES ...........................................................................58

HOW TO MODIFY AN EXISTING PM SCHEDULE ............................................................................................59

How To Disable An Existing PM Schedule..................................................................................60

Amending The PM Schedule And Task........................................................................................60

5.5.2.1 For Scheduled Completion Date Type PM Generation: ....................................................60

How To Generate PM Work Orders ..................................................................................................61

HOW TO ADD A NEW EMPLOYEE/REQUESTER ..............................................................................................63

HOW TO VIEW AND MODIFY AN EMPLOYEE/REQUESTER DATA..................................................................65

HOW TO FILTER OUT EMPLOYEE INFORMATION............................................................................................66

CWorks Free User Guide

HOW TO CREATE MASTER DATA ......................................................................................................................68

Master Failure Code .......................................................................................................................69

Master Asset Category..................................................................................................................70

Master Suppliers/Contractors ....................................................................................................71

Master - Location ................................................................................................................................73

Master Employee/Requester ......................................................................................................75

Master - Misc ........................................................................................................................................76

REPORTS MAIN MENU .....................................................................................................................................78

9. FREQUENTLY ASKED QUESTIONS .........................................................................................................80